Computación en la nube
La computación en la nube ofrece servidores, almacenamiento y software en alquiler, en lugar de vender hardware para que el cliente lo opere en sus propias instalaciones. Transformó el gasto en tecnología de un proyecto de inversión de capital en una factura mensual, y las plataformas que la alojan se han convertido en infraestructura crítica por derecho propio.
64 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 351 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 201 M | -USD 96.4 k | 9 | 5.96% | Reducidas |
|
| 352 |
Osterweis Capital Management
San Francisco,
California
| USD 201 M | +USD 1.39 M | 2 | 6.23% | Aumentadas |
|
| 353 |
Andra AP-fonden
Goteborg,
Sweden
| USD 200 M | -USD 3.74 M | 9 | 4.72% | Reducidas |
|
| 354 |
Everett Harris & Co
Los Angeles,
California
| USD 200 M | -USD 6.95 M | 6 | 7.47% | Reducidas |
|
| 355 |
Shell Asset Management
The Hague,
Netherlands
| USD 199 M | -USD 70.8 M | 8 | 3.39% | Reducidas |
|
| 356 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 199 M | -USD 439 k | 8 | 2.13% | Reducidas |
|
| 357 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 199 M | +USD 20.5 M | 6 | 2.52% | Aumentadas |
|
| 358 |
Glenview Capital Management
New York
| USD 197 M | -USD 123 M | 1 | 1.41% | Reducidas |
|
| 359 |
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 196 M | +USD 19.3 M | 8 | 4.97% | Aumentadas |
|
| 360 |
MAM
Marketfield Asset Management
New York
| USD 195 M | +USD 758 k | 1 | 1.94% | Aumentadas |
|
| 361 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 194 M | -USD 109 M | 4 | 1.05% | Reducidas |
|
| 362 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 194 M | +USD 187 M | 1 | 1.6% | Nuevas |
|
| 363 |
Commerce Bank
Kansas City,
Missouri
| USD 194 M | -USD 14.6 M | 7 | 3.36% | Reducidas |
|
| 364 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 186 M | +USD 97.7 M | 5 | 0.79% | Aumentadas |
|
| 365 |
Capital International Sarl
Los Angeles,
California
| USD 186 M | +USD 12.8 M | 6 | 9.94% | Aumentadas |
|
| 366 |
Nomura Holdings
Tokyo,
Japan
| USD 183 M | -USD 84.9 M | 11 | 0.84% | Reducidas |
|
| 367 |
Placemark Investments
Chicago,
Illinois
| USD 181 M | -USD 737 k | 9 | 2.97% | Reducidas |
|
| 368 |
Tybourne Capital Management
Hong Kong
| USD 181 M | +USD 7.61 M | 2 | 19.78% | Aumentadas |
|
| 369 |
CI Global Investments
Oakland,
California
| USD 181 M | +USD 22.4 M | 4 | 5.11% | Aumentadas |
|
| 370 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 181 M | -USD 28.4 M | 4 | 2.96% | Reducidas |
|
| 371 |
Third Point
New York
| USD 179 M | +USD 50.8 M | 1 | 3.09% | Aumentadas |
|
| 372 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 178 M | -USD 2.58 M | 10 | 5.15% | Reducidas |
|
| 373 |
Dai-ichi Life Holdings
Tokyo,
Japan
| USD 177 M | -USD 6.31 M | 9 | 5.44% | Reducidas |
|
| 374 |
Egerton Capital (UK)
London,
United Kingdom
| USD 177 M | +USD 160 M | 1 | 2.66% | Nuevas |
|
| 375 |
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 175 M | -USD 65.5 M | 2 | 7.04% | Reducidas |
|